Sonoran Capital

Acquisitions

OnPlan

Chief Financial Officer

OnPlan is a powerful FP&A platform that provides you with insight into your  business.  Enjoy better visibility, greater transparency and more effective benchmarking.

CEO, Founder

Texas Tax Loan

President

Boost Media

Boost is an enterprise solution for optimizing ad creative at scale across Search, Social, Display & Mobile. 
 
Boost increases advertiser profitability by using a combination of humans and software to drive increased ad relevance at scale. The Boost marketplace is comprised of over 1,000 expert copywriters and image optimizers who compete to provide a diverse array of perspectives. Boost’s proprietary software identifies opportunities for optimization and drives performance using a combination of workflow tools and algorithms. 
 
The Company focuses on optimizing for enterprise advertisers and generates substantial improvements in conversions-per-impression for customers. Today, Boost is trusted to drive optimization and insights for over $300 million in advertising spend across networks and premium publisher sites such as Google, Microsoft+Yahoo Bing Ads and Facebook.

Interval International (IAC Portfolio Company)

Leadership role in $110 M acquisition of Aston Hotels in Hawaii.

Director, Strategy & M&A

Plum Capital

Involved with strategic, operational and financial management of growing companies. Private equity due diligence, deal structuring, portfolio management.  Plum Capital is an early stage venture capital firm that focuses on early stage media opportunities.

Associate

Goldman Sachs

Analyst

LiveBuilding

Founder

CEO at OnPlan.co - a fast and flexible FP&A platform that makes financial reporting easy. Follow me for posts about FP&A, excel humor, startups and life in finance.

Today, I'm the CEO of OnPlan.co ...

But, if I was endowed with a better eye, I would have been a painter.

But as it turns out, my drawing skills make the Family Guy look like high art. 

Instead, I’ve been funneling my passion for creativity towards spreadsheets and entrepreneurship for the better part of two decades. I’m passionate about building companies - it allows you to delve into a multitude of disciplines from UX/UI (the closest to art that I can get) to analytics to metrics to fundraising.  

I started my career in FP&A in the travel sector and I am now a 2nd time founder of a VC backed startup. OnPlan.co is a modern budgeting and forecasting platform that works seamlessly with Excel and Google Sheets and your existing model. You can think of OnPlan.co as a Data Visualization, Data Integration, and Workflow and Collaboration platform that sits on top of Google Sheets & Excel.

I am passionate about extending the powers of spreadsheets and generating user experiences that are intuitive. My greatest joy would be to make OnPlan.co the Airtable of FP&A.  

I am interested in connecting with like minded passionate finance professionals and entrepreneurs.  Along the way I hope to impart some lessons that I’ve learned in terms of modeling, company building, culture building and harnessing one's passion for creativity into entrepreneurship.

If this resonates with you please reach out to me!

David Greenbaum

Self Employed

US ACCOUNTING/BOOK KEEPING
US TAX PREPARATION (1040/1040NR/1065/1120/1120S)
KNOWLEDGE PROCESSING SERVICES
INCOME TAX RETURNS OF INDIVIDUAL/SME/CORPORATE
PREPARATION OF FINANCIAL STATEMENT OF INDIVIDUAL/SME
BOOK KEEPING/ACCOUNTING

Freelance Consultant

Commerce Coaching - Class XI & XII - CBSE BOARD

Training Coaching

Essar Oil

Deputy Manager

Reliance Foundation

Green Reliance

Account Manager

International Indian School Al-Jubail

Account Faculty

Nayara Energy

gujarat alkalies and chemical ltd

Accounting Manager

Jhagadia Copper Limited

Account Executive

As a freelance consultant and a chartered accountant, I help individuals and businesses in the US and India with their financial and tax needs. I have over twenty years of professional experience and a bachelor of commerce degree. I am proficient in financial accounting, bookkeeping, data analysis, and US tax preparation. I provide high-quality and customized solutions that enhance the financial performance and decision-making of my clients.

I am also a certified and passionate yoga instructor, with a diploma in foundations of yoga from the University of Mumbai. I teach commerce subjects to students of class XI and XII of the CBSE board, and I conduct yoga classes and workshops for people who want to improve their physical and mental health. I value integrity, excellence, and innovation, and I aim to deliver results and solutions that meet the expectations and goals of my stakeholders. I enjoy learning new skills and sharing my knowledge and experience with others, as I believe that education and empowerment are the keys to personal and professional growth.

CA Priti Patel (Jain)

taplio

The Battle

David Greenbaum

CA Priti Patel (Jain)

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